Core Insights - MSCI reported revenue of $772.68 million for the quarter ended June 2025, reflecting a year-over-year increase of 9.1% and an EPS of $4.17, up from $3.64 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate by 0.12%, while the EPS exceeded the consensus estimate by 0.24% [1] Financial Performance Metrics - Period-End AUM in ETFs linked to MSCI equity indexes reached $2.02 billion, surpassing the estimated $1.75 billion [4] - Index Run Rate for recurring subscriptions was $968.71 million, slightly below the average estimate of $971.21 million [4] - Total Run Rate for total recurring subscriptions was $2.35 billion, slightly above the average estimate of $2.34 billion [4] - Total Retention Rate was 94.4%, lower than the estimated 95.3% [4] - Operating Revenues from ESG and Climate were $88.91 million, exceeding the estimate of $88.56 million, marking an 11.3% increase year-over-year [4] - Operating Revenues from Asset-based fees totaled $184.07 million, above the estimate of $181.01 million, representing a 12.7% year-over-year increase [4] - Operating Revenues from Analytics were $177.7 million, slightly above the estimate of $176.9 million, with a year-over-year increase of 7.1% [4] - Operating Revenues from Private Assets were $71.23 million, exceeding the estimate of $70.32 million, reflecting a 9.7% year-over-year increase [4] - Operating Revenues from Index were $434.83 million, slightly below the estimate of $436.41 million, with a year-over-year increase of 9.5% [4] - Non-recurring Operating Revenues from Index were $15.11 million, below the estimate of $17.24 million, representing a 10.5% year-over-year decline [4] - Operating Revenues from Index Asset-based fees were $184.07 million, above the estimate of $181.01 million, with a year-over-year increase of 12.7% [4] - Operating Revenues from Index Recurring subscriptions were $235.65 million, below the estimate of $238.16 million, with a year-over-year increase of 8.6% [4] Stock Performance - MSCI shares returned +4.1% over the past month, compared to the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]